Client Service Associate

Job Description

Legacy Solutions, a well-established investment firm located in Kennett Square, PA, is seeking a qualified professional to join the team in the important role of full-time Client Service Associate.

This position requires excellent customer service and problem-solving skills which helps the candidate to confidently provide information to our advisors and clients in a reliable, efficient and highly professional manner.

Candidate must be extremely organized, detail-oriented and a self-starter. Individual must have great integrity and dependability.

Responsibilities:

Telephone Reception

Client Meeting Reception

Frequent client contact by phone and emai

Assist clients with service needs, including general account questions, account changes, contributions and withdrawals, sending reports and documents

Document client interactions via Redtail CRM, follow up on client meetings

Maintain databases of client information

Prepare and submit client paperwork and financial transactions accurately

Respond to and correct paperwork not in good order

Inform financial advisor of client issues of significant concern

Stay apprised on industry and company rules and regulations

Other projects and tasks as assigned

Desired Experience and Skills:

Financial services experience preferred, but not required

Ability to develop strong client relationships

Excellent oral and written communication skills

Ability to work independently

Problem solver, critical thinker and creative skills

Ability to anticipate client and advisor needs

Capable of working under deadlines

Ability to do research to answer questions

Technology Used:

Redtail CRM, DocuSign, MoneyGuide Pro, Microsoft Office Suite (Outlook, Word, Excel and PowerPoint)

Various investment and insurance company websites

We offer:

A supportive and professional work environment

This position has upward mobility, access to 401(k), and a salary range of $40-50k

An opportunity for professional growth and advancementCompany Description

We are a company driven by a legacy mindset. Established in 2002 by our visionary founder, Daniel Danese, Legacy Solutions was created to deliver exceptional service and unparalleled value to our esteemed clients. Our unwavering commitment to family values motivates us to assist you in building a robust financial legacy that can be cherished by future generations.